Summit X LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-15,042
| Closed | -$4.69M | – | 217 |
|
|
2025
Q2 | $4.69M | Buy |
15,042
+12,193
| +428% | +$4.66M | 0.87% | 27 |
|
|
2025
Q1 | $1.49M | Sell |
2,849
-344
| -11% | -$176K | 0.31% | 65 |
|
|
2024
Q4 | $1.61M | Sell |
3,193
-323
| -9% | -$184K | 0.36% | 59 |
|
|
2024
Q3 | $1.79M | Sell |
3,516
-46
| -1% | -$26K | 0.44% | 44 |
|
|
2024
Q2 | $1.82M | Buy |
3,562
+1,412
| +66% | +$692K | 0.41% | 47 |
|
|
2024
Q1 | $1.07M | Sell |
2,150
-96
| -4% | -$48.8K | 0.27% | 74 |
|
|
2023
Q4 | $1.18M | Buy |
2,246
+54
| +2% | +$28.8K | 0.34% | 64 |
|
|
2023
Q3 | $1.11M | Sell |
2,192
-3,361
| -61% | -$1.65M | 0.35% | 63 |
|
|
2023
Q2 | $2.67M | Sell |
5,553
-62
| -1% | -$30.3K | 0.65% | 29 |
|
|
2023
Q1 | $2.66M | Sell |
5,615
-741
| -12% | -$358K | 0.69% | 27 |
|
|
2022
Q4 | $3.27M | Buy |
6,356
+487
| +8% | +$258K | 0.94% | 25 |
|
|
2022
Q3 | $2.99M | Sell |
5,869
-491
| -8% | -$258K | 0.88% | 22 |
|
|
2022
Q2 | $3.27M | Sell |
6,360
-437
| -6% | -$219K | 0.95% | 25 |
|
|
2022
Q1 | $3.46M | Sell |
6,797
-57
| -0.8% | -$27.5K | 0.85% | 25 |
|
|
2021
Q4 | $3.46M | Buy |
6,854
+316
| +5% | +$143K | 0.81% | 28 |
|
|
2021
Q3 | $2.56M | Sell |
6,538
-10
| -0.2% | -$4.14K | 0.64% | 36 |
|
|
2021
Q2 | $2.62M | Sell |
6,548
-24
| -0.4% | -$9.57K | 0.66% | 35 |
|
|
2021
Q1 | $2.45M | Sell |
6,572
-1,084
| -14% | -$376K | 0.67% | 35 |
|
|
2020
Q4 | $2.69M | Buy |
7,656
+99
| +1% | +$33.2K | 0.79% | 32 |
|
|
2020
Q3 | $48.9K | Buy |
7,557
+1,264
| +20% | +$388K | 0.8% | 26 |
|
|
2020
Q2 | $1.86M | Buy |
6,293
+107
| +2% | +$30.7K | 0.69% | 42 |
|
|
2020
Q1 | $1.53M | Buy |
6,186
+236
| +4% | +$64.9K | 0.72% | 43 |
|
|
2019
Q4 | $1.75M | Buy |
5,950
+219
| +4% | +$57.3K | 0.65% | 43 |
|
|
2019
Q3 | $1.27M | Buy |
5,731
+11
| +0.2% | +$2.65K | 0.51% | 53 |
|
|
2019
Q2 | $1.4M | Buy |
5,720
+163
| +3% | +$39.2K | 0.57% | 47 |
|
|
2019
Q1 | $1.37M | Sell |
5,557
-56
| -1% | -$14.3K | 0.59% | 48 |
|
|
2018
Q4 | $1.39M | Buy |
5,613
+117
| +2% | +$30.9K | 0.8% | 28 |
|
|
2018
Q3 | $1.47M | Sell |
5,496
-134
| -2% | -$34.9K | 0.72% | 34 |
|
|
2018
Q2 | $1.38M | Sell |
5,630
-168
| -3% | -$40.3K | 0.77% | 35 |
|
|
2018
Q1 | $1.24M | Sell |
5,798
-253
| -4% | -$57.8K | 0.75% | 36 |
|
|
2017
Q4 | $1.33M | Buy |
6,051
+498
| +9% | +$106K | 0.85% | 28 |
|
|
2017
Q3 | $1.09M | Buy |
5,553
+1,727
| +45% | +$334K | 0.73% | 37 |
|
|
2017
Q2 | $706K | Buy |
+3,826
| New | +$671K | 0.5% | 53 |
|
Other funds holding UNH
